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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,750 | $56,894-24.9% | $84,753-49.6% | $62,881-32.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.35% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,314 | $2,400-45.3% | $3,574-63.2% | $2,281-42.4% |
| Participant deferral / active EE | $3,638 | $2,709+34.3% | $3,712-2.0% | $3,203+13.6% |
| Admin fee / account holder | $622 | $3,581-82.6% | $5,333-88.3% | $4,296-85.5% |